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Kunlun Energy (HKG:135) Shareholders Have Earned a 39% Return Over the Last Year

Kunlun Energy (HKG:135) Shareholders Have Earned a 39% Return Over the Last Year

昆仑能源(HKG: 135)股东在过去的一年中获得了39%的回报
Simply Wall St ·  2023/11/27 17:10

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can significantly boost your returns by picking above-average stocks. To wit, the Kunlun Energy Company Limited (HKG:135) share price is 32% higher than it was a year ago, much better than the market decline of around 1.5% (not including dividends) in the same period. So that should have shareholders smiling. Having said that, the longer term returns aren't so impressive, with stock gaining just 23% in three years.

如今,简单地购买指数基金很容易,而且您的回报应(大致)与市场相匹配。但是,您可以通过选择高于平均水平的股票来显著提高回报。换句话说,昆仑能源有限公司(HKG:135)的股价比去年同期上涨了32%,远好于同期约1.5%(不包括股息)的市场跌幅。因此,这应该让股东们微笑。话虽如此,长期回报并不那么可观,股票在三年内仅上涨了23%。

Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business.

现在也值得一看公司的基本面,因为这将有助于我们确定长期股东回报是否与基础业务的表现相匹配。

View our latest analysis for Kunlun Energy

查看我们对昆仑能源的最新分析

To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.

用本杰明·格雷厄姆的话来说:从短期来看,市场是一台投票机器,但从长远来看,它是一台称重机。通过比较每股收益(EPS)和一段时间内的股价变化,我们可以了解投资者对公司的态度是如何随着时间的推移而变化的。

During the last year, Kunlun Energy actually saw its earnings per share drop 4.5%.

去年,昆仑能源的每股收益实际上下降了4.5%。

The mild decline in EPS may be a result of the fact that the company is more focused on other aspects of the business, right now. Since the change in EPS doesn't seem to correlate with the change in share price, it's worth taking a look at other metrics.

每股收益的温和下降可能是由于该公司目前更多地关注业务的其他方面。由于每股收益的变化似乎与股价的变化无关,因此值得一看其他指标。

We think that the revenue growth of 11% could have some investors interested. Many businesses do go through a phase where they have to forgo some profits to drive business development, and sometimes its for the best.

我们认为,11%的收入增长可能会引起一些投资者的兴趣。许多企业确实经历了一个必须放弃一些利润来推动业务发展的阶段,有时这是最好的。

You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values).

您可以在下图中看到收入和收入随时间推移而发生的变化(点击图表查看确切值)。

earnings-and-revenue-growth
SEHK:135 Earnings and Revenue Growth November 27th 2023
香港交易所:135 2023年11月27日收益和收入增长

Kunlun Energy is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. So we recommend checking out this free report showing consensus forecasts

昆仑能源为投资者所熟知,许多聪明的分析师都试图预测未来的利润水平。因此,我们建议您查看这份显示共识预测的免费报告

What About Dividends?

分红呢?

As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. As it happens, Kunlun Energy's TSR for the last 1 year was 39%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments!

除了衡量股价回报外,投资者还应考虑股东总回报(TSR)。股东总回报率是一种回报计算方法,它考虑了现金分红的价值(假设收到的任何股息已被再投资)以及任何贴现资本筹集和分拆的计算价值。可以说,股东总回报率可以更全面地描述股票产生的回报。碰巧的是,昆仑能源过去1年的股东总回报率为39%,超过了前面提到的股价回报率。这在很大程度上是其股息支付的结果!

A Different Perspective

不同的视角

We're pleased to report that Kunlun Energy shareholders have received a total shareholder return of 39% over one year. That's including the dividend. That's better than the annualised return of 6% over half a decade, implying that the company is doing better recently. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. It's always interesting to track share price performance over the longer term. But to understand Kunlun Energy better, we need to consider many other factors. Even so, be aware that Kunlun Energy is showing 1 warning sign in our investment analysis , you should know about...

我们很高兴地向大家报告,昆仑能源股东在一年内获得了39%的股东总回报率。这包括股息。这比五年来6%的年化回报率要好,这意味着该公司最近的表现更好。在最好的情况下,这可能暗示着一些真正的商业势头,这意味着现在可能是深入研究的好时机。从长远来看,追踪股价表现总是很有意思的。但是,为了更好地了解昆仑能源,我们需要考虑许多其他因素。即便如此,请注意,昆仑能源在我们的投资分析中显示了1个警告信号,您应该知道...

We will like Kunlun Energy better if we see some big insider buys. While we wait, check out this free list of growing companies with considerable, recent, insider buying.

如果我们看到一些大规模的内幕买入,我们会更喜欢昆仑能源。在我们等待的同时,请查看这份免费名单,列出了最近有大量内幕买入的成长型公司。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Hong Kong exchanges.

请注意,本文引用的市场回报反映了目前在香港交易所交易的股票的市场加权平均回报。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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